Timothy Moreland is a registered investment advisor at LPL Financial LLC, based in Erie, PA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
121 W 26th St, Erie, PA, 16508
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Regulatory History (1)
Financial
July 2022Other Business Activities
Timothy operates Northwest Investment Services as a DBA for his LPL business. He also dedicates a few hours per week to Washington Valley Christian Church.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, INC.Broker
Legend Financial Advisors INC
Fsc Securities CorporationBroker
UBS Painewebber INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.